Dougherty Wealth Advisers LLC Vanguard Growth ETF Transaction History
Dougherty Wealth Advisers LLC
- $128 Million
- Q4 2024
A detailed history of Dougherty Wealth Advisers LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 78,751 shares of VUG stock, worth $31.4 Million. This represents 25.18% of its overall portfolio holdings.
Number of Shares
78,751
Previous 92,395
14.77%
Holding current value
$31.4 Million
Previous $35.5 Million
8.88%
% of portfolio
25.18%
Previous 28.28%
Shares
25 transactions
Others Institutions Holding VUG
# of Institutions
2,662Shares Held
261MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$17.3 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$11.4 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.56 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.27 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$3.03 Billion6.58% of portfolio